Position in OBDC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$147,949
-$18,327 QoQ
Shares Held
13,377
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $61,640,969 across 44 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,547 | $13,987,813 | |
| 2 | VCTR |
Victory Capital Holdings, Inc.
|
78,456 | $6,595,011 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
367,968 | $4,459,772 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
314,670 | $3,694,225 | |
| 5 | NTRS |
Northern Trust Corp
|
21,125 | $3,672,370 | |
| 6 | PFG |
Principal Financial Group Inc
|
27,911 | $3,008,247 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
136,791 | $2,812,422 | |
| 8 | AMP |
Ameriprise Financial Inc
|
6,010 | $2,757,147 |
All Filings in OBDC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $147,949 | 13,377 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $166,276 | 13,377 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $174,655 | 13,677 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $191,826 | 13,377 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $196,106 | 13,377 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $203,817 | 13,480 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $196,039 | 13,455 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $245,483 | 15,982 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $244,603 | 15,904 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $239,008 | 16,193 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||